Life Sciences Case Study

Case Study

42 Employees · California HQ

Life Sciences

Challenge

  • Legacy PEO structure in place for over six years without reevaluation.
  • Need for national benefits coverage, including access to Kaiser.
  • Requirement to maintain existing service levels while improving cost efficiency.
  • Complex stakeholder environment with multiple decision-makers and competing priorities.

Solutions

We partnered with finance and HR leadership to evaluate alternatives and realign their PEO structure:

  • Identified and transitioned to a PEO better aligned with their operational and benefits needs.
  • Replaced healthcare plans with BCBS and Kaiser to support national coverage requirements.
  • Replicated key services while improving overall cost structure.
  • Delivered a white-glove service model at a significantly lower cost.
  • Navigated multiple stakeholders to ensure alignment across leadership.
Life Sciences

Bottom-line

Transparent, Predictable Admin Costs
Replaced percentage-based pricing with a flat per-employee fee, unbundling taxes and Workers’ Compensation for greater cost clarity.

Lower Insurance Costs, Simplified Plans
Reduced overall spend by eliminating redundant plan variations and optimizing benefit offerings across carriers.

$260K+ in Total Savings + Improved Alignment
Transitioned to a better-fit PEO, reduced costs, and delivered a more streamlined, scalable structure—resulting in over $260K in total savings.

The Numbers

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    $3,528.00

    Admin Savings

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    $258,053.28

    Total Insurance Savings

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    $261,581.28

    Total Savings

Strategic PEO Advisory™ in Action How companies reduce costs, improve alignment, and get more value from their PEO relationships over time.

These case studies highlight what happens when PEO decisions are actively managed—not left to renew on autopilot. From uncovering hidden costs to improving benefits and restructuring pricing, we help companies bring clarity, control, and measurable results to their PEO strategy.

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